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FOLLOW US ON
 
Eyes
Wide Open
by Kim Hamilton, CMO, InKnowVision, LLC
At times it can be difficult overcoming the challenge of not being in the same
room with our colleagues and their clients during the delivery presentation of a
Family Wealth Diagnostic or our more complex deliverable, The Family Wealth Goal
Achiever. We are a virtual company. We leverage technology to deliver our
services and train our advisors in working with high net worth clients and their
team of other professionals.
We have overcome these obstacles in a major way by building and establishing
trust in our relationships. There are four major factors that help us build
trust.
The first is integrity. Are you more concerned about what is right
than in being right? Can you act on good ideas rather than having the ideas? Do
you use collaboration while leveraging the intellectual capital of all? Are you
open to considering different points of view?
Click here to keep reading to find out the other 3 factors that build trust.
Monthly Web Cast -
January 20th
Register Now
Please join us for our monthly web cast case study.
This month we look at the case of Max and Macy are 67 and 63 years old
respectively. They have just one child and no grandchildren. Macy is in
relatively good health and Max has some underlying health issues. Max and Macy
both own a significant percentage of a family owned business. Their son, John,
currently works in the business and expects to take over the day-to-day
operations as his father gradually steps aside in the next few years and eases
John into the role of calling the shots.
The family net worth is $15 million with about $6 million of that in the family
business and another $6 million in various bank stocks and marketable securities
accounts. Max and Macy live a relatively modest lifestyle on $120,000/year and
cash flow is not an issue for their family. While there are some significant
charitable intentions, the primary goal of their planning is to transfer the
family business and a maximum inheritance to John.
Join us for this 1 hour interactive event.
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